Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Carrier Global Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,525
- −13 vs. Q4 2024
- Shares held
- 719.4M
- −5.47M (−0.8%) vs. Q4 2024
- Total value
- $45.6B
- −$3.90B (−7.9%) vs. Q4 2024
- New holders
- 125
- 527 more added
- Sold out
- 138
- 565 more reduced
22 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 800 | $51.0K | 0.00% | −4−0.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 834 | $52.9K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 835 | $53.0K | 0.01% | +835 | New |
| WPG Advisers, LLC | 842 | $53.4K | 0.05% | −489−36.7% | Reduced |
| Indiana Trust & Investment Management CO | 847 | $53.7K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 849 | $53.8K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 850 | $53.9K | 0.03% | +322+61.0% | Added |
| Hemington Wealth Management | 861 | $54.0K | 0.01% | +93+12.1% | Added |
| Core Alternative Capital | 859 | $54.5K | 0.01% | +118+15.9% | Added |
| Armstrong Advisory Group, Inc | 803 | $54.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 880 | $55.8K | 0.02% | −50−5.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 882 | $55.9K | 0.11% | 00.0% | Unchanged |
| North Capital, Inc. | 882 | $55.9K | 0.05% | +882 | New |
| LFA - Lugano Financial Advisors SA | 890 | $56.4K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 896 | $56.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 903 | $57.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 907 | $57.5K | 0.01% | +1+0.1% | Added |
| Motco | 975 | $61.8K | 0.01% | +177+22.2% | Added |
| Valley National Advisers Inc | 996 | $63.0K | 0.01% | +603+153.4% | Added |
| Missouri Trust & Investment Co | 998 | $63.3K | 0.02% | −25−2.4% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $63.4K | 0.01% | −420−29.6% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $63.4K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,020 | $64.7K | 0.01% | +3+0.3% | Added |
| JNBA Financial Advisors | 1,023 | $64.9K | 0.01% | −48−4.5% | Reduced |
| Birchbrook, Inc. | 1,025 | $65.0K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,079 | $68.4K | 0.00% | −352−24.6% | Reduced |
| Field & Main Bank | 1,085 | $68.8K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,086 | $68.9K | 0.03% | −3−0.3% | Reduced |
| CKW Financial Group | 1,102 | $70.0K | 0.01% | −850−43.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,116 | $70.8K | 0.03% | +33+3.0% | Added |
| Union Savings Bank | 1,124 | $71.3K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,140 | $72.3K | 0.01% | −236−17.2% | Reduced |
| Beacon Capital Management, LLC | 1,155 | $73.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,177 | $74.6K | 0.07% | −24−2.0% | Reduced |
| Versant Capital Management, Inc | 1,181 | $74.9K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,184 | $75.1K | 0.06% | 00.0% | Unchanged |
| Curat Global, LLC | 1,185 | $75.1K | 0.09% | +1,185 | New |
| Caitong International Asset Management Co., Ltd | 1,190 | $75.4K | 0.06% | +201+20.3% | Added |
| Kentucky Trust Co | 1,200 | $76.1K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,210 | $76.7K | 0.09% | 00.0% | Unchanged |
| Abound Wealth Management | 1,212 | $76.9K | 0.03% | +1,044+621.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,218 | $77.2K | 0.02% | +80+7.0% | Added |
| Crowley Wealth Management, Inc. | 1,250 | $79.3K | 0.08% | −100−7.4% | Reduced |
| Bullock Wealth Management Group | 1,250 | $79.4K | 0.04% | −107−7.9% | Reduced |
| Activest Wealth Management | 1,253 | $79.4K | 0.02% | +253+25.3% | Added |
| Richards, Merrill & Peterson, Inc. | 1,293 | $82.0K | 0.04% | −100−7.2% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $82.4K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $82.4K | 0.02% | +570+78.1% | Added |
| Hara Capital LLC | 1,340 | $85.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,350 | $85.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,353 | $85.8K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,386 | $87.9K | 0.03% | −120−8.0% | Reduced |
| Golden State Wealth Management, LLC | 1,389 | $88.1K | 0.01% | +474+51.8% | Added |
| Oakmont Corp | 1,413 | $89.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $90.8K | 0.05% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,454 | $92.2K | 0.01% | −805−35.6% | Reduced |
| Pacifica Partners Inc. | 1,533 | $93.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,472 | $93.3K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $95.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $95.1K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $95.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,539 | $97.6K | 0.00% | +116+8.2% | Added |
| Hopwood Financial Services, Inc. | 1,540 | $97.6K | 0.08% | −88−5.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,551 | $98.3K | 0.04% | +3+0.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $101.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,626 | $103.1K | 0.05% | −79−4.6% | Reduced |
| Continuum Advisory, LLC | 1,645 | $104.3K | 0.01% | −490−23.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,654 | $104.9K | 0.00% | +395+31.4% | Added |
| NBC Securities, Inc. | 1,665 | $105.0K | 0.01% | +1,664+166,400.0% | Added |
| Horizon Bancorp Inc | 1,677 | $106.0K | 0.06% | +1,677 | New |
| Monetary Management Group Inc | 1,700 | $107.8K | 0.03% | −375−18.1% | Reduced |
| Oakworth Capital, Inc. | 1,715 | $108.7K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,719 | $109.0K | 0.05% | +1,719 | New |
| Covestor Ltd | 1,764 | $112.0K | 0.07% | +376+27.1% | Added |
| Evermay Wealth Management LLC | 1,790 | $113.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,795 | $113.8K | 0.01% | +1,795 | New |
| First Command Advisory Services, Inc. | 1,827 | $115.8K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,845 | $117.0K | 0.05% | +1,845 | New |
| Quest Partners LLC | 1,847 | $117.1K | 0.01% | −950−34.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,921 | $121.8K | 0.01% | −209−9.8% | Reduced |
| Bank of New Hampshire | 1,940 | $123.0K | 0.03% | −1,000−34.0% | Reduced |
| Federated Hermes, Inc. | 1,962 | $124.4K | 0.00% | −2,107−51.8% | Reduced |
| Clean Yield Group | 1,974 | $125.2K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,986 | $125.9K | 0.06% | −815−29.1% | Reduced |
| Duncker Streett & Co Inc | 1,992 | $126.3K | 0.03% | −57−2.8% | Reduced |
| Wellington Shields & Co., LLC | 2,000 | $126.8K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,005 | $127.1K | 0.03% | −400−16.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,009 | $127.4K | 0.04% | +2,009 | New |
| Synergy Investment Management, LLC | 2,025 | $128.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $130.0K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,057 | $130.4K | 0.02% | +473+29.9% | Added |
| Ulland Investment Advisors, LLC | 2,084 | $132.0K | 0.11% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,123 | $134.6K | 0.08% | +7+0.3% | Added |
| Adalta Capital Management LLC | 2,184 | $138.5K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,446 | $139.0K | 0.09% | −1,051−30.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,216 | $140.5K | 0.00% | +1,972+808.2% | Added |
| Bangor Savings Bank | 2,225 | $141.1K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $141.1K | 0.16% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $142.0K | 0.02% | −39−1.7% | Reduced |
| Gables Capital Management Inc. | 2,250 | $142.7K | 0.07% | 00.0% | Unchanged |